Filed March 25, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.3+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $60,380 |
FIDUCIARY INVESTMENT ADVISORS3+ years Service code 27 · EIN 20-4751585 | Advisory (Plan) | $59,414 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $24,194 |
GRANT THORNTON LLP3+ years Filed as: GRANT THORTON LLP Service code 10 · EIN 36-6055558 | Accounting | $15,508 |
MCCONNELL VALDES LLC1 year Filed as: MCCONNELL VALDES, LLC Service code 29 · EIN 66-0226027 | Legal | $5,177 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $144,462-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 11.7%-11.7pp | 0.0%0pp |
| Annual return | 18.71% | 15.82%+2.9pp | 16.78%+1.9pp | 17.84%+0.9pp |
| Employer contribution / active EE | $3,506 | $19,885-82.4% | $26,328-86.7% | $14,688-76.1% |
| Participant deferral / active EE | $0 | $776-100.0% | $97-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $20,893-100.0% | - |